SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-11
- IRS object ID
- 202223159349101582
- 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
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-11T11:28:34-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 362938874 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OSTROW REISIN BERK & ABRAMS LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 455 N CITYFRONT PLAZA DR SUITE 1500 | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60611 | 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 | 364154510 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHULER EDUCATION FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SCHU | BusinessNameControlTxt |
| Phone | 2248801220 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACK SCHULER | PersonNm |
| Person Title | PRESIDENT/SECRETARY | PersonTitleTxt |
| Phone | 2248801220 | PhoneNum |
| Signature | 2022-10-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JACK | PersonFirstNm |
| Person Last | SCHULER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G QUAID | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2022-10-27 | PreparationDt |
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 | $142,595,919 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $65 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $65 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $65 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,050,449 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,050,449 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,050,449 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $5,810,561 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $38,278,413 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $5,810,561 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $206,167 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $7,067,242 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $6,861,075 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,050,514 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $195,174 | 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 | $195,174 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $6,982,923 | 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 | $6,982,923 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,078,603 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,078,603 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $5,240 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $5,240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,485 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $20,485 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $686,552 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $686,552 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $290,890 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $290,890 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $850 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $36,764 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $241,915 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $241,915 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $72,797 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $72,797 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,045,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $9,812 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,035,580 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,657,585 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $9,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $11,610,159 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $46,331,096 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $46,331,096 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $57,988,681 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $9,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $57,941,255 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$50,921,439 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $6,851,263 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,050,514 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,558,096 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $361,789 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $361,789 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $87,780,501 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,098,539 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $136,802,145 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,558,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $8,696,581 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,680,925 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,899,997 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $795,404 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $263,416 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,718,067 | LandBOYAmt |
| Land EOY | $531,988 | LandEOYAmt |
| Land EOYFMV | $531,988 | LandEOYFMVAmt |
| Total Assets BOY | $139,311,245 | TotalAssetsBOYAmt |
| Total Assets EOY | $54,673,241 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $142,595,919 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $49,255,674 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $37,840,950 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $23,552 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $0 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $49,279,226 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $37,840,950 | 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 | $90,032,019 | RetainedEarningBOYAmt |
| Retained Earning EOY | $16,832,291 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $90,032,019 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $16,832,291 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $139,311,245 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $54,673,241 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $90,032,019 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$50,921,439 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $39,110,580 | SubtotalAmt |
| Other Decreases | $22,278,289 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $16,832,291 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2021-01-01 | 2021-12-31 | $7,988,795 | $16,048,858 | -$8,060,063 | -$8,060,063 |
| PUBLICLY TRADED SECURITIES | P | 2020-01-01 | 2021-12-31 | $30,289,618 | $16,418,994 | $13,870,624 | $13,870,624 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $5,810,561 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,060,063 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $95,233 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $95,233 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $95,233 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $117,700 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $117,700 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $22,467 | OverpaymentAmt |
| Applied To ES Tax | $22,467 | 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 | IL | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | Yes (1) | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.SCHULERPROGRAM.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2248801220 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N FIELD DRIVE SUITE 360 | AddressLine1Txt |
| City | LAKE FOREST | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60045 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (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 |
|---|---|---|---|---|---|---|---|---|
| MICHAEL GORDON | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| MATTHEW STROBECK | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | BOARD MEMBER | 1.00 | $0 | $0 | $0 |
| JACK SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| TANYA SHARMAN | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TINO SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESE HOFFMAN | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| STEVEN POZKANZER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| JASON PATENAUDE | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | EXECUTIVE DIRECTOR | 40.00 | $195,174 | $0 | $1,320 |
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 |
|---|---|---|---|---|---|---|---|---|
| JOANNE BERTSCH | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | MANAGING DIRECTOR OF | 40.00 | $100,336 | $0 | $1,320 |
| AMANDA MARSHALL | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | MANAGING DIRECTOR OF | 40.00 | $95,634 | $0 | $1,320 |
| SUSAN KAMP | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF FINANCE | 40.00 | $92,674 | $0 | $1,320 |
| GAYLE MEYERS | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIR OF COLLEGE & ALU | 40.00 | $86,992 | $0 | $1,320 |
| ALI MORGUSON | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | REGIONAL SCHOOL DIRE | 40.00 | $78,354 | $0 | $1,320 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 25 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | |||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52040 | MARKETING CONSULTANT | $250,000 |
| BILD GROUP LLC | |||||
| 207 E OHIO STRET STE 248 | CHICAGO | IL | 60611 | TECHNOLOGY SERVICES | $226,363 |
| SALESFORCEORG | |||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | CONSULTING SERVICES | $100,876 |
| GIZRA LLC | |||||
| 350 N ORLEANS STREET SUITE 9000N | CHICAGO | IL | 60654 | CONSULTING SERVICES | $50,928 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | COLLEGE SCHOLARSHIPS FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GOLD MEIR, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description1Txt |
| Expenses1 | $1,304,690 | Expenses1Amt |
| Description2 | OUTREACH PROGRAM FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GOLD MEIR, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description2Txt |
| Expenses2 | $372,137 | Expenses2Amt |
| Description3 | COLLEGE VISITS AND COUNSELING FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GOLD MEIR, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description3Txt |
| Expenses3 | $206,011 | Expenses3Amt |
| Description4 | SUMMER COLLEGE PROGRAM FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, GOLD MEIR, GWENDOLYN BROOKS COLLEGE PREP, HIGHLAND PARK, LINDBLOM MATH & SCIENCE ACADEMY, MAINE EAST, MUNDELEIN, NORTH CHICAGO, RTC MEDICAL PREPARATORY, ROUND LAKE, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description4Txt |
| Expenses4 | $220,954 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | N/A | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $200,282,282 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $594,118 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $200,876,400 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $200,876,400 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,013,146 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $197,863,254 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $9,893,163 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $57,941,255 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $57,941,255 | QualifyingDistributionsAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-05-10 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $1,050,514 | CurrentYearAmt |
| Year1 | $1,050,539 | Year1Amt |
| Year2 | $876,297 | Year2Amt |
| Year3 | $353,044 | Year3Amt |
| Total | $3,330,394 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $892,937 | CurrentYearAmt |
| Year1 | $892,958 | Year1Amt |
| Year2 | $744,852 | Year2Amt |
| Year3 | $300,087 | Year3Amt |
| Total | $2,830,835 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,941,255 | CurrentYearAmt |
| Year1 | $21,707,474 | Year1Amt |
| Year2 | $13,629,369 | Year2Amt |
| Year3 | $12,052,479 | Year3Amt |
| Total | $105,330,577 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $150,640 | CurrentYearAmt |
| Year1 | $9,060,750 | Year1Amt |
| Year2 | $112,840 | Year2Amt |
| Year3 | $42,880 | Year3Amt |
| Total | $9,367,110 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $57,790,615 | CurrentYearAmt |
| Year1 | $12,646,724 | Year1Amt |
| Year2 | $13,516,529 | Year2Amt |
| Year3 | $12,009,599 | Year3Amt |
| Total | $95,963,467 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $6,595,442 | CurrentYearAmt |
| Year1 | $9,046,557 | Year1Amt |
| Year2 | $5,366,861 | Year2Amt |
| Year3 | $4,006,248 | Year3Amt |
| Total | $25,015,108 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JACK SCHULER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (35 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Recipient RelationshipRecipientRelationshipTxt |
|---|---|---|---|---|---|---|---|
| ANTI CRUELTY SOCIETY | |||||||
| 157 WEST GRAND AVENUE | CHICAGO | IL | 60654 | PC | GENERAL SUPPORT | $3,000 | |
| BOWDOIN COLLEGE | |||||||
| 255 MAINE STREET | BRUNSWICK | MA | 04011 | PC | GENERAL SUPPORT | $500 | |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | PC | GENERAL SUPPORT | $102,000 | |
| CENTER FOR ENRICHED LIVING | |||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | PC | GENERAL SUPPORT | $2,500 | |
| CENTER OF HALSTED | |||||||
| 3656 N HALSTED STREET | CHICAGO | IL | 60613 | PC | GENERAL SUPPORT | $2,500 | |
| CHICAGO BIRD COLLISION MONITORS | |||||||
| 5801-C N PULASKI RD | CHICAGO | IL | 60646 | PC | GENERAL SUPPORT | $4,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY | |||||||
| 420 N WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $2,500 | |
| COLLEGE SCHOLARSHIPS | |||||||
| 100 N FIELD DRIVE SUITE 360 | LAKE FOREST | IL | 60045 | PC | COLLEGE SCHOLARSHIPS | $1,304,690 | NONE |
| COMMUNITY CHURCH LAKE FOREST LAKE BLUFF | |||||||
| PO BOX 26 | LAKE BLUFF | IL | 60044 | PC | GENERAL SUPPORT | $10,000 | |
| COMMUNITY OUTREACH | |||||||
| 865 NW REIMAN AVENUE | CORVALLIS | OR | 97330 | PC | GENERAL SUPPORT | $2,000 | |
| CORVALLIS JACKSON STREET YOUTH SHELTER | |||||||
| PO BOX 285 | CORVALLIS | OR | 97339 | PC | GENERAL SUPPORT | $2,000 | |
| CRAFT EMERGENCY RELIEF FUND INC | |||||||
| PO BOX 838 | MONTPELIER | VT | 05601 | PC | GENERAL SUPPORT | $2,000 | |
| EQUESTRIAN CONNECTION NFP | |||||||
| 600 BRADLEY ROAD | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $2,000 | |
| FILL A HEART 4 KIDS INC | |||||||
| 400 ILLINOIS ROAD | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $1,500 | |
| GREATER CHICAGO FOOD DEPOSITORY | |||||||
| 4100 W ANN LURIE PLACE | CHICAGO | IL | 60632 | PC | GENERAL SUPPORT | $5,000 | |
| HOUSING FORWARD | |||||||
| 1851 S 9TH AVENUE | MAYWOOD | IL | 60153 | PC | GENERAL SUPPORT | $5,000 | |
| ILLINOIS NATURE CONSERVANCY | |||||||
| 8 S MICHIGAN AVE SUITE 900 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $2,000 | |
| KNOX COLLEGE | |||||||
| 2 EAST SOUTH STREET | GALESBURG | IL | 61401 | PC | GENERAL SUPPORT | $9,000 | |
| LAKE BLUFF HISTORICAL SOCIETY | |||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $6,000 | |
| LAKE BLUFF LIBRARY | |||||||
| 123 E SCRANTON AVE | LAKE BLUFF | IL | 60044 | PC | GENERAL SUPPORT | $1,000 | |
| LAMBS FARM | |||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | PC | GENERAL SUPPORT | $1,000 | |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | PC | GENERAL SUPPORT | $2,200,360 | |
| MIDWEST YOUNG ARTISTS | |||||||
| 878 LYSTER ROAD | HIGHWOOD | IL | 60040 | PC | GENERAL SUPPORT | $27,000 | |
| MISERICORDIA FAMILY ASSOCIATION | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | PC | GENERAL SUPPORT | $10,000 | |
| MOTHER'S TRUST FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $1,000 | |
| NATURE CONSERVANCY | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | PC | GENERAL SUPPORT | $2,000 | |
| NORTHWESTERN ATHLETICS | |||||||
| 1201 DAVIS STREET | EVANSTON | IL | 60201 | PC | GENERAL SUPPORT | $2,000 | |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | PC | GENERAL SUPPORT | $2,000 | |
| SCHULER INITIATIVE SUPPORTING CHARITABLE TRUST | |||||||
| 100 N FIELD DRIVE SUITE 360 | LAKE FOREST | IL | 60045 | SO I | GENERAL SUPPORT | $42,606,406 | |
| SICK TOWN DERBY DAMES | |||||||
| 2397 NW KINGS BLVD | CORVALLIS | OR | 97330 | PC | GENERAL SUPPORT | $1,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | PC | GENERAL SUPPORT | $2,640 | |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | PC | GENERAL SUPPORT | $2,000 | |
| TUFTS UNIVERSITY | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | PC | GENERAL SUPPORT | $2,000 | |
| TULANE UNIVERSITY | |||||||
| 6823 ST CHARLES AVE | NEW ORLEANS | LA | 70118 | PC | GENERAL SUPPORT | $500 | |
| WILLOWBROOK WILDLIFE REHAB | |||||||
| 35580 NAPERVILLE ROAD | WHEATON | IL | 60189 | PC | GENERAL SUPPORT | $2,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $46,331,096 | 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 | $65 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050,449 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $5,810,561 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON SALE OF ASSETS USED IN CHARITABLE PROGRAM | Desc |
| Exclusion | 03 | ExclusionCd |
| Related Or Exempt Function Incm | $206,167 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $6,861,075 | ExclusionAmt |
| Related Or Exempt Function Incm | $206,167 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $7,067,242 | 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 | 11 | LineNumberTxt |
| Relationship Statement | GAIN FROM THE SALE OF HOUSES AND VANS USED IN THE FOUNDATION'S CHARITABLE MISSION. | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $20,485 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $20,485 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | N/A | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (29 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|---|---|---|---|---|
| COMPUTERS | 2006-07-01 | $5,459 | $5,459 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| USED FURNITURE | 2007-03-31 | $753 | $753 | SL | 7.000000000000 | $0 | $0 | $0 |
| COMPUTERS (5) | 2008-07-07 | $6,360 | $6,360 | SL | 5.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2008-10-07 | $1,000 | $1,000 | SL | 7.000000000000 | $0 | $0 | $0 |
| OFFICE FURNITURE | 2008-08-29 | $1,500 | $1,500 | SL | 7.000000000000 | $0 | $0 | $0 |
| HOUSE | 2011-07-20 | $423,500 | $102,716 | SL | 39.000000000000 | $9,502 | $0 | $0 |
| 739 S. FOURTH | 2014-04-17 | $320,000 | $55,051 | SL | 39.000000000000 | $3,077 | $0 | $0 |
| 416 W GOLF ROAD | 2014-04-29 | $376,000 | $64,685 | SL | 39.000000000000 | $2,812 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-02-10 | $28,889 | $17,728 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-06-30 | $28,920 | $17,760 | 200DB | 5.000000000000 | $0 | $0 | $0 |
| 1136 DAWES AVE | 2015-03-10 | $340,000 | $50,502 | SL | 39.000000000000 | $8,718 | $0 | $0 |
| 521 HEMLOCK AVE | 2015-03-30 | $310,000 | $46,042 | SL | 39.000000000000 | $1,656 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-25 | $4,900 | $2,123 | 200DB | 7.000000000000 | $109 | $0 | $0 |
| OFFICE FURNITURE | 2015-12-27 | $2,925 | $1,267 | 200DB | 7.000000000000 | $65 | $0 | $0 |
| OFFICE FURNITURE | 2015-08-03 | $3,672 | $1,590 | 200DB | 7.000000000000 | $82 | $0 | $0 |
| OFFICE FURNITURE | 2015-07-20 | $4,091 | $1,771 | 200DB | 7.000000000000 | $91 | $0 | $0 |
| OFFICE FURNITURE - MOTORIZED SHADES | 2015-05-14 | $27,127 | $11,747 | 200DB | 7.000000000000 | $1,211 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-04 | $73,026 | $44,109 | 200DB | 7.000000000000 | $2,274 | $0 | $0 |
| OFFICE SIGN | 2015-05-27 | $2,580 | $1,117 | 200DB | 7.000000000000 | $58 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2015-07-01 | $63,553 | $8,898 | SL | 39.000000000000 | $1,630 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2018-12-01 | $84,440 | $4,420 | SL | 39.000000000000 | $2,165 | $0 | $0 |
| ROOM (PHONE BOOTHS) | 2018-12-01 | $6,990 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE BUILDOUT FINAL PAYMENT | 2019-02-28 | $129,255 | $6,218 | SL | 39.000000000000 | $3,314 | $0 | $0 |
| SHAKLETON TABLE | 2019-02-28 | $6,000 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| BLUEDOT FURNITURE | 2018-12-01 | $12,554 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| ROOM & BOARD CHAIRS AND LIGHTS | 2018-12-01 | $5,189 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE REVOLUTION FURNITURE | 2018-12-01 | $91,466 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE REVOLUTION FURNITURE | 2015-06-04 | $22,830 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| BROOKSTONE MASSAGE CHAIR | 2015-06-04 | $6,000 | 200DB | 7.000000000000 | $0 | $0 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $419 | $8,444 |
| ABBVIE INC | $455 | $8,124 |
| YIELD10 BIOSCIENCE | $23,002,665 | $168,810 |
| QUIDEL | $14,343,950 | $133,236,750 |
| BIOLASE INC. - WARRANTS | $225,067 | $0 |
| SOLENO THERAPEUTICS INC | $6,253,776 | $1,604,168 |
| CONTRAFECT CORP - WARRANTS | $2,247 | $0 |
| ANGION BIOMEDICA CORP | $269,960 | $290,000 |
| AZIYO BIOLOGICS , INC. | $1,000,000 | $1,485,849 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHULER CONCENTRIC PARTNERSHIP | AT COST | $4,899,997 | $4,899,997 |
| ED BC HOLDINGS 3, LLC | AT COST | $3,780,928 | $0 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (12 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| 1136 DAWES AVE | $340,000 | $59,220 | $280,780 |
| OFFICE FURNITURE - MOTORIZED SHADES | $27,127 | $26,522 | $605 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $63,553 | $10,528 | $53,025 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $84,440 | $6,585 | $77,855 |
| ROOM (PHONE BOOTHS) | $6,990 | $6,990 | $0 |
| OFFICE BUILDOUT FINAL PAYMENT | $129,255 | $9,532 | $119,723 |
| SHAKLETON TABLE | $6,000 | $6,000 | $0 |
| BLUEDOT FURNITURE | $12,554 | $12,554 | $0 |
| ROOM & BOARD CHAIRS AND LIGHTS | $5,189 | $5,189 | $0 |
| OFFICE REVOLUTION FURNITURE | $91,466 | $91,466 | $0 |
| OFFICE REVOLUTION FURNITURE | $22,830 | $22,830 | $0 |
| BROOKSTONE MASSAGE CHAIR | $6,000 | $6,000 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $5,240 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,240 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ADJUST DONATED SECURITIES FOR DONOR BASIS | $22,265,709 |
| PRIOR PERIOD ADJUSTMENT - ED BC HOLDINGS 3 LLC INVESTMENT | $12,580 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (19 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AMERICORPS | $182,416 | $0 | $0 | $182,416 |
| COLLEGE COUNSELING | $113,583 | $0 | $0 | $113,583 |
| COLLEGE VISITS | $92,428 | $0 | $0 | $92,428 |
| HIGH SCHOOL PROGRAM | $19,916 | $0 | $0 | $19,916 |
| INSURANCE | $37,207 | $0 | $0 | $37,207 |
| LEADERSHIP CAMP | $162,329 | $0 | $0 | $162,329 |
| MATH PROGRAM | $4,030 | $0 | $0 | $4,030 |
| MISCELLANEOUS | $106,787 | $0 | $0 | $106,787 |
| OFFICE EXPENSE | $251,389 | $0 | $0 | $251,389 |
| OUTREACH | $372,137 | $0 | $0 | $372,137 |
| PAYROLL PROCESSING | $27,496 | $0 | $0 | $27,496 |
| READING PROGRAM | $216 | $0 | $0 | $216 |
| SCHOLAR EVENTS | $31,915 | $0 | $0 | $31,915 |
| SCHOLAR EXPOSURES | $54,790 | $0 | $0 | $54,790 |
| SCHOLAR INCENTIVE AWARDS | $93,409 | $0 | $0 | $93,409 |
| BANK AND INVESTMENT FEES | $6,736 | $6,736 | $0 | $0 |
| SUMMER COLLEGE PROGRAM | $220,954 | $0 | $0 | $220,954 |
| TECHNOLOGY | $264,578 | $0 | $0 | $264,578 |
| K1 PORTFOLIO DEDUCTIONS | $3,076 | $3,076 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GAIN ON SALE OF ASSETS USED IN CHARITABLE PROGRAM | Desc |
| Revenue And Expenses Per Books | $206,167 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $206,167 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $23,552 | BOYBookValueAmt |
| EOY Book Value | $0 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $686,552 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $686,552 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $850 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |