2021-03-24T11:16:19-05:00 2020-06-30 Grant Thornton LLP 515 S Flower Street 7th Floor Los Angeles CA 90071 990PF 2019-07-01 911746414 Schultz Family Foundation % ALISON GREEN COO SCHU 2064925420 508 Yale Avenue N SEATTLE WA 98109 TYRA MARIANI PRESIDENT 2021-03-17 true QI WEN LIANG P01270238 2136271717 2021-03-17 2019 2022-09-23 18:48:47Z X 222395379 X 45426153 4032303 4032303 333978 14863721 4883671 49792434 8915974 591575 591575 1615548 10111 1605437 323863 323863 114409 0 0 114409 56124 28062 0 28062 1132527 10000 1122527 430000 18414 74405 74405 10092 10092 687902 1359 686543 5054859 49532 0 4556913 14578738 14578738 19633597 49532 0 19135651 30158837 8866442 13739968 1692860 1692860 202048206 220682585 220682585 528363 508429 32284 19934 19934 53364 215873822 222395379 222395379 0 0 X 215873822 222395379 215873822 222395379 215873822 222395379 215873822 30158837 159997 246192656 23797277 222395379 STARBUCKS CORP COM D 2019-08-30 4883721 50 4883671 4883671 SCH TREAS OBLIGATION P 2019-10-02 3700000 3700000 SCH TREAS OBLIGATION P 2020-01-10 1000000 1000000 SCH TREAS OBLIGATION P 2020-02-05 2000000 2000000 SCH TREAS OBLIGATION P 2020-03-26 500000 500000 SCH TREAS OBLIGATION P 2020-04-15 2780000 2780000 4883671 false 22481488 169633244 0.13253 18842518 145467766 0.129531 9776055 117021704 0.083541 7861361 103643141 0.07585 4766476 76032761 0.06269 0.484142 0.096828 228065167 22083094 88664 22171758 19135651 177329 177329 177329 301440 301440 124111 124111 false false false false false false false true true WA true false false false false true https://schultzfamilyfoundation.org/ ALISON GREEN COO 2064925420 508 YALE AVE N SEATTLE WA 98109 false false false true true false false false false false false false false false false false false false false false false false SHERI KERSCH-SCHULTZ c/o po box 34110 seattle WA 981241100 TRUSTEE 25.0 0 0 0 HOWARD D SCHULTZ 508 Yale Avenue N SEATTLE WA 98109 TRUSTEE 5.0 0 0 0 LOREN D HOSTEK 508 Yale Avenue N SEATTLE WA 98109 TRUSTEE 1.0 0 0 0 MATTHEW MCCUTCHEN 508 Yale Avenue N SEATTLE WA 98109 TRUSTEE 3.0 0 0 0 ADDISON SCHULTZ 508 Yale Avenue N SEATTLE WA 98109 trustee 3.0 0 0 0 PATRICIA D HOROHO 508 Yale Avenue N SEATTLE WA 98109 TRUSTEE 3.0 50000 0 0 DAN SAFIER 508 Yale Avenue N SEATTLE WA 98109 TRUSTEE 3.0 0 0 0 DANIEL PITASKY 508 Yale Avenue N SEATTLE WA 98109 Executive Director 40.0 489795 51480 300 RENE RYAN 508 Yale Avenue N SEATTLE WA 98109 Interim Executive Director 40.0 0 0 0 MARIE L GROARK 508 YALE AVENUE N SEATTLE WA 98109 PROGRAM DIRECTOR 40.0 241000 19651 800 ALISON U GREEN 508 YALE AVENUE N SEATTLE WA 98109 CHIEF OPERATIONS OFC 40.0 229805 16156 800 ELLEN H GARDNER 508 YALE AVENUE N SEATTLE WA 98109 SR PROGRAM OFFICER 40.0 174833 16650 800 YERI YUN 508 YALE AVENUE N SEATTLE WA 98109 COMMUNICATIONS MNGR 40.0 160000 19520 800 PAUL BUTLER 508 YALE AVENUE N SEATTLE WA 98109 PROGRAM OFFICER 40.0 147200 17970 800 11 SYPartners LLC 95 Hudson Street 8th Floor NEW YORK NY 10014 Strategic Consulting 516945 NationSwell 394 Broadway 5th Floor NEW YORK NY 10014 STRATEGIC COMMS 235000 GMMB 3050 K Street NW Suite 100 WASHINGTON DC 20007 Communications consg 226705 Perkins Coie LLP 1201 3rd Ave 4900 SEATTLE WA 98101 Legal 110716 Intentional Futures LLC 1501 E Madison Street Suite 500 SEATTLE WA 98122 Strategic Consulting 99163 10 YOUTH: CONDUCTED RESEARCH TO IDENTIFY COMPANIES THAT IMPROVE ECONOMIC MOBILITY FOR YOUNG PEOPLE; FUNDED ANALYSIS OF YOUTH UNEMPLOYMENT RATES NATIONALLY AND IN METRO AREAS. 440287 VETERANS: ENHANCED THE COMMUNICATIONS CAPACITY OF SEVERAL VETERAN GRANTEES. 40000 COVID-19 RESPONSE: DEVELOPED COMMUNICATIONS AND AWARENESS SURROUNDING THE PLATE FUND, AN EMERGENCY RELIEF FUND TO SUPPORT RESTAURANT WORKERS WHO EXPERIENCED LOSS IN WAGES. 47451 226001880 5536361 0 231538241 0 231538241 3473074 228065167 11403258 11403258 177329 177329 11225929 11225929 11225929 19135651 0 0 0 0 19135651 19135651 11225929 0 2017 2016 2015 0 1011121 2719675 4022431 11824908 14528560 34106695 19135651 0 11225929 7909722 42016417 0 0 0 0 1011121 41005296 2719675 4022431 11824908 14528560 7909722 HOWARD SHERI SCHULTZ PROGRAM DIRECTOR 508 YALE AVE N SEATTLE WA 98109 INFO@SCHULTZFAMILYFOUNDATION.ORG A WRITTEN LETTER EXPLAINING THE REQUESTED GRANT. NO SUBMISSION DEADLINE NO RESTRICTIONS 5th Avenue Theatre Association 1326 5th Avenue Theatre SUITE 735 Seattle WA 98101 PC Further Charitable Goals 10000 Amara 5907 Martin Luther King Jr Way S Seattle WA 98118 PC Further Charitable Goals 5000 American Corporate Partners 2 Grand Central Tower 140 East 45t SUITE 360 New York NY 10017 PC Further Charitable Goals 300000 American Jewish Committee Jacob Blaustein Building 165 East New York NY 10022 PC Further Charitable Goals 100000 American Jewish Committee Seattle 2101 Fourth Avenue Suite 330 Seattle WA 98121 PC Further Charitable Goals 10000 Arizona State University Foundation PO Box 2260 Tempe AZ 852802260 PC Further Charitable Goals 525000 Asian Counseling And Referral Service 3639 Martin Luther King Jr Way Sou Seattle WA 98144 PC Further Charitable Goals 2500 Ballard Food Bank 5130 Leary Avenue NW Seattle WA 98107 PC Further Charitable Goals 5000 Blue Star Families PO Box 230637 Encinitas CA 92023 PC Further Charitable Goals 299500 Boys & Girls Club of King County 603 Stewart Street SUITE 300 Seattle WA 98122 PC Further Charitable Goals 10000 Boys & Girls Club Of South Puget Sound 3875 South 66th Street Suite 101 Tacoma WA 98409 PC Further Charitable Goals 5000 Building Changes 1200 12th Avenue South SUITE 1200 Seattle WA 98144 PC Further Charitable Goals 69920 Chief Seattle Club 410 2nd Avenue Extension S Seattle WA 98104 PC Further Charitable Goals 5000 Childhaven 316 Broadway Seattle WA 981225325 PC Further Charitable Goals 5000 Cocoon House 3530 Colby Avenue Everett WA 98201 PC Further Charitable Goals 3000 Combined Arms 2929 McKinney Street Houston TX 77003 PC Further Charitable Goals 25000 Compass Housing Alliance 77 S WA Street 5th Floor Seattle WA 98104 PC Further Charitable Goals 5000 Corporate America Supports You 5445 Murrell Road Suite 102-177 Viera FL 32955 PC Further Charitable Goals 500000 Crisis Connections 2901 3rd Avenue Suite 100 Seattle WA 98121 PC Further Charitable Goals 3000 Direct Relief 27 S La Patera Lane Goleta CA 93117 PC Further Charitable Goals 20000 Downtown Emergency Service Center 515 Third Avenue Seattle WA 98104 PC Further Charitable Goals 3000 Dress for Success Seattle 1118 5th Avenue Seattle WA 98101 PC Further Charitable Goals 3000 East Hampton Library 159 Main Street East Hampton NY 11937 PC Further Charitable Goals 2500 Eastside Baby Corner 1510 NW Maple Street PO Box 712 Issaquah WA 98027 PC Further Charitable Goals 5000 El Centro de la Raza 2524 16th Avenue South Seattle WA 98144 PC Further Charitable Goals 55000 Eleanor Whitmore Early Childhood Center 2 Gingerbread Lane Extension PO Box 63 East Hampton NY 11937 PC Further Charitable Goals 30000 Equal Justice Initiative 122 Commerce Street Montgomery AL 36104 PC Further Charitable Goals 250000 Falis Community Service 10615 SE 256th Street Suite 104 Kent WA 980306809 PC Further Charitable Goals 2500 Family Independence Initiative PO Box 71363 Oakland CA 94612 PC Further Charitable Goals 1000000 Finn2finn Alliance Inc (DBA Well Beings) 217 West 18th Street SUITE 536 New York NY 10011 PC Further Charitable Goals 60000 First Place PO Box 22536 Seattle WA 98122 PC Further Charitable Goals 5000 Food Lifeline 815 S 96th Street Seattle WA 981084934 PC Further Charitable Goals 155000 Friends of the Belen Public Library 333 Becker Avenue Belen NM 87002 PC Further Charitable Goals 250 Friends of Youth 13116 NE 132nd Street Kirkland WA 980342306 PC Further Charitable Goals 5000 Get Schooled Foundation 1515 Broadway 30th Floor New York NY 10011 PC Further Charitable Goals 800000 GlobalGiving Foundation 1110 Vermont Avenue NW SUITE 550 Washington DC 20005 PC Further Charitable Goals 10000 GreaterGood 600 University Street SUITE 1000 Seattle WA 98101 PC Further Charitable Goals 5000 Hands In 4 Youth 256 Macopin Road West Milfo Road NJ 07480 PC Further Charitable Goals 25000 Harlem Village Academies 35 West 124th 5th Floor New York NY 10027 PC Further Charitable Goals 15000 Hopelink PO Box 3577 Redmond WA 98073 PC Further Charitable Goals 5000 Horn of Africa Services 5303 Rainier Avenue South Suite D Seattle WA 98118 PC Further Charitable Goals 3000 Human Rights Watch Inc 350 Fifth Avenue 34th Floor New York NY 10118 PC Further Charitable Goals 25000 Humane Society Of The US 1255 23rd Street NW Suite 450 Washington DC 20037 PC Further Charitable Goals 5000 Jewish Family Services 1601 16th Avenue Seattle WA 98122 PC Further Charitable Goals 200000 Kitsap Humane Society 9167 Dickey Road NW Silverdale WA 98383 PC Further Charitable Goals 5000 Lily's Place PO Box 2 Huntington WV 25706 PC Further Charitable Goals 10000 Marys Place Seattle PO Box 1711 Seattle WA 981111711 PC Further Charitable Goals 5000 Mayo Clinic 200 First Street SW Rochester MN 55905 PC Further Charitable Goals 989599 Mercy Corps PO Box 80020 Dept W Prescott AZ 86304 PC Further Charitable Goals 30000 Military Spouse Corporate Career Network 5445 Murrell Road Suite 102-177 Viera FL 32955 PC Further Charitable Goals 125000 Multi Service Center PO Box 23699 Federal Way WA 98093 PC Further Charitable Goals 5000 National Network For Youth 741 8th Street SE Washington DC 20003 PC Further Charitable Goals 2500 Neighborhood House 1225 South Weller Street Suite 510 Seattle WA 98144 PC Further Charitable Goals 5000 New Beginnings PO Box 75125 Seattle WA 981750125 PC Further Charitable Goals 5000 New Horizons Ministries 2709 Third Avenue Seattle WA 98121 PC Further Charitable Goals 5000 New Venture Fund 1201 Connecticut Avenue NW Suite 300 Washington DC 20036 PC Further Charitable Goals 502477 Nexus (Auburn Youth Resources) 1000 Auburn Way S Auburn WA 98002 PC Further Charitable Goals 5000 Northwest Harvest PO Box 12272 Seattle WA 98102 PC Further Charitable Goals 155000 Northwest Wine Benefit Foundation 1000 Second Avenue Suite 1700 Seattle WA 98104 PC Further Charitable Goals 100000 PAWS PO Box 1037 Lynnwood WA 98046 PC Further Charitable Goals 2500 Peak Grantmaking 1666 K Street NW Suite 440 Washington DC 20006 PC Further Charitable Goals 905 Pike Place Market Foundation 93 Pike Street Seattle WA 98101 PC Further Charitable Goals 10000 Pilchuck Glass School 240 2nd Avenue S Suite 100 Seattle WA 98104 PC Further Charitable Goals 25000 PitCCh In Foundation PO Box 38 Alpine NJ 07620 PC Further Charitable Goals 50000 Plymouth Housing Group 2113 3rd Avenue Seattle WA 98121 PC Further Charitable Goals 30000 PsychArmor 6215 Ferris Square Suite 205 San Diego CA 92121 PC Further Charitable Goals 39568 Rainier Valley Food Bank 4205 Rainier Avenue S Seattle WA 98118 PC Further Charitable Goals 5000 Refugee Women's Alliance 4008 Martin Luther King Jr Way S Seattle WA 981081623 PC Further Charitable Goals 5000 Restore Assemble Produce (RAP) 407 West Gowe Street Kent WA 98032 PC Further Charitable Goals 2500 Robin Hood Foundation 826 Broadway 9th Floor New York NY 10003 PC Further Charitable Goals 175000 Roots Young Adult Shelter 1415 NE 43rd Street Seattle WA 98105 PC Further Charitable Goals 5000 SBP USA 2645 Toulouse Street New Orleans LA 70119 PC Further Charitable Goals 20000 Schools For Salone PO Box 25314 Seattle WA 981652214 PC Further Charitable Goals 10000 Seattle Foundation 1601 Fifth Avenue Suite 1900 Seattle WA 981013151 PC Further Charitable Goals 250000 Seattle Humane Society 13212 SE Eastgate Way Bellevue WA 98005 PC Further Charitable Goals 5000 Seattle Opera 363 Mercer Street Seattle WA 98109 PC Further Charitable Goals 5000 Seattle Public Library Foundation 1000 4th Avenue Seattle WA 98104 PC Further Charitable Goals 10000 Seattle University 901 12th Avenue Seattle WA 981221090 PC Further Charitable Goals 99000 Service Year Exchange Inc 1400 Eye Street NW Suite 900 Washington DC 20005 PC Further Charitable Goals 250000 Social Science Research Council 300 Cadman Plaza West Floor 15 Brooklyn NY 11201 PC Further Charitable Goals 160000 StolenYouth PO Box 296 Seattle WA 98111 PC Further Charitable Goals 45000 Syracuse University 820 Comstock Avenue Syracuse NY 13244 PC Further Charitable Goals 4000000 Team Rubicon 6171 Century Boulevard Suite 310 Los Angeles CA 90045 PC Further Charitable Goals 30000 Teens for Food Justice 33 West 60th Street Suite 1211 New York NY 10023 PC Further Charitable Goals 10000 The National Mentoring Partnership Inc 201 South Street Suite 615 Boston MA 02111 PC Further Charitable Goals 750000 Tragedy Assistance Program for Survivors 3033 Wilson Boulevard Suite 630 Arlington VA 22201 PC Further Charitable Goals 200000 Travis Manion Foundation 164 East State Street Doylestown PA 18901 PC Further Charitable Goals 10000 TreeHouse 2100 24th Avenue South Suite 200 Seattle WA 981444643 PC Further Charitable Goals 10000 TSNE Mission Works 89 South Street Suite 700 Boston MA 02111 PC Further Charitable Goals 357420 Tukwila Riverton Park United Methodist Church 3118 S 140th Street Tukwila WA 98168 PC Further Charitable Goals 5000 University of San Diego 5998 Alcala Park San Diego CA 92110 PC Further Charitable Goals 100000 University of Washington 4333 Brooklyn Ave NE Box 359505 Seattle WA 981959505 GOV Further Charitable Goals 989599 Washington State Health Care Authority 401 5th Avenue Suite 500 Seattle WA 98104 GOV Further Charitable Goals 118000 Wayne State University 42 W Warren Avenue Detroit MI 48202 GOV Further Charitable Goals 100000 Wellspring Family Services 1900 Rainier Avenue South Seattle WA 98144 PC Further Charitable Goals 5000 White Center Food Bank 10829 8th Ave SW Seattle WA 98146 PC Further Charitable Goals 5000 Wings of Rescue PO Box 6045 La Quinta CA 92248 PC Further Charitable Goals 5000 World Central Kitchen 655 New York Ave NW 6th Floor Washington DC 20001 PC Further Charitable Goals 20000 YMCA Of Greater Seatte 909 4th Ave Seattle WA 98104 PC Further Charitable Goals 12500 YWCA of Seattle - King County - Snohomish County 1118 Fifth Ave Seattle WA 98101 PC Further Charitable Goals 7500 Youth Eastside Services 999 164th Avenue NE Bellevue WA 98008 PC Further Charitable Goals 5000 Youth Radio 1701 Broadway Oakland CA 94612 PC Further Charitable Goals 100000 Youthcare 2500 NE 54th Street Seattle WA 98105 PC FURTHER CHARITABLE GOALS 7500 14578738 14 4032303 18 333978 4366281 4366281 1 Please note that this filing does not reflect the Schultz familys total financial investment in projects supporting Opportunity Youth and Post-9/11 veterans 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. false false false false false false false false false false X X 1 HOWARD SHERI SCHULTZ 508 Yale Avenue N SEATTLE WA 98109 43565000 X 2 HOWARD SHERI SCHULTZ 508 Yale Avenue N SEATTLE WA 98109 937805 X 3 HOWARD SHERI SCHULTZ 508 Yale Avenue N SEATTLE WA 98109 923348 X 1 500,000 Shares of Starbucks Corp 43565000 2 2,750 Shares of Apple 937805 2020-06-12 3 26,861 Shares of Trupanion, Inc 923348 GRANT THORNTON LLP 54728 27364 27364 KLS WORKS 1396 698 698 PUBLICLY TRADED STOCKS 220682585 220682585 PERKINS COIE, LLP 110716 110716 VENABLE, LLP 3693 3693 IN-KIND CONTRIBUTIONS 159997 UNREALIZED LOSS 23637280 DIRECT CHARITABLE EXPENSE 527738 527738 SOFTWARE LICENSES 41737 41737 INSURANCE 15397 15397 TELEPHONE MOBILE 11812 11812 COMPUTERS AND EQUIPMENT 11973 11973 DUES & SUBSCRIPTIONS 22557 22557 FACILITIES 10682 10682 OFFICE SUPPLIES 12531 12531 TELEPHONE/ISP 11128 11128 PAYROLL/HR ADMIN FEES 13955 13955 UTILITIES 5300 5300 BUSINESS LICENSES 156 156 POSTAGE & MAIL 1525 1525 COMMISSIONS AND FEES 1359 1359 MISC. ADMIN EXPENSE 52 52 IN-KIND CONTRIBUTIONS 159997 STRATEGY CONSULTING 1035600 1035600 IT SUPPORT 63590 63590 HUMAN RESOURCES/RECRUITING 7600 7600 WEBSITE 15737 15737 INVESTMENT MANAGEMENT 10000 10000 EXCISE TAXES 430000