SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-15
- IRS object ID
- 202113199349105551
- Schema version
- 2020v4.1
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Expenditure Responsibility Stmt
- Investments Corp Bonds 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 | 2021-11-15T13:37:47-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | 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 | 2020-01-01 | 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 | 2021-11-12 | 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 | 2021-11-12 | 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 | 2020 | 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 | $267,387,436 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $5,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $50 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $50 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $50 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $1,050,436 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,050,436 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $1,050,436 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$47,169,228 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $26,934,116 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $53 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $53 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $53 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | -$46,113,689 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,050,539 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $1,050,539 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $177,949 | 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 | $177,949 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $5,817,583 | 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 | $5,817,583 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,574,344 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,574,344 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,874 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,874 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $47,822 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $47,822 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $665,357 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $665,357 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $465,623 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $465,623 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $848 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $66,615 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $196,874 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $196,874 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $46,184 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $46,184 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,654,767 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $517 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,654,250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,717,840 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $517 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,649,860 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $11,057,614 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $11,057,614 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $21,775,454 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $517 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $21,707,474 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$67,889,143 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,050,022 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $1,050,539 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $108,587 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,558,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,558,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $162,943,677 | CorporateStockBOYAmt |
| Corporate Stock EOY | $91,577,085 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $235,060,916 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $39,558,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $39,558,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $24,150,360 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,899,997 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,899,997 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,899,997 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,388,979 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $670,912 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,811,079 | LandBOYAmt |
| Land EOY | $1,718,067 | LandEOYAmt |
| Land EOYFMV | $1,718,067 | LandEOYFMVAmt |
| Total Assets BOY | $209,321,340 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,311,245 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $267,387,436 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $43,496,034 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $49,255,674 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $6,998 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $23,552 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,503,032 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,279,226 | 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 | $165,818,308 | RetainedEarningBOYAmt |
| Retained Earning EOY | $90,032,019 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $165,818,308 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $90,032,019 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $209,321,340 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $139,311,245 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $165,818,308 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$67,889,143 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $97,929,165 | SubtotalAmt |
| Other Decreases | $7,897,146 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $90,032,019 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt |
|---|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $23,977,713 | $74,087,344 | -$50,109,631 | -$50,109,631 | |||
| AURIS HEALTH INC. | $2,940,403 | $2,940,403 | $2,940,403 | P | |||
| AUTOS - USED IN CHARITABLE PROGRAM | $16,000 | $16,000 | $0 | $0 | P | 2008-06-17 | 2020-11-23 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$47,169,228 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$47,169,228 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,595 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,595 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,595 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $132,295 | 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 | $132,295 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $117,700 | OverpaymentAmt |
| Applied To ES Tax | $117,700 | 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 | JACK SCHULER | 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 | 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 (6 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 |
|---|---|---|---|---|---|---|---|---|
| JACK W SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | PRESIDENT & SECRETARY | 1.00 | $0 | $0 | $0 |
| RENATE R SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | TREASURER | 1.00 | $0 | $0 | $0 |
| TANYA E SHARMAN | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| TINO H SCHULER | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | VICE PRESIDENT | 1.00 | $0 | $0 | $0 |
| THERESE H HOFFMAN | ||||||||
| 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 | $177,949 | $7,332 | $880 |
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 |
|---|---|---|---|---|---|---|---|---|
| AMANDA MARSHALL | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | MANAGING DIRECTOR OF | 40.00 | $89,935 | $3,597 | $880 |
| JOANNE BERTSCH | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | MANAGING DIRECTOR OF | 40.00 | $84,877 | $3,708 | $880 |
| SUSAN TOBACK | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF FINANCE | 40.00 | $84,059 | $3,482 | $880 |
| JULI ALANNA SCALF | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF COLLEGE | 40.00 | $80,945 | $3,313 | $880 |
| GAYLE MEYERS | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF COLLEGE | 40.00 | $79,992 | $0 | $880 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (3 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 | $300,000 |
| BILD GROUP LLC | |||||
| 207 E OHIO STRET STE 248 | CHICAGO | IL | 60611 | TECHNOLOGY SERVICES | $205,939 |
| SALESFORCEORG | |||||
| PO BOX 39000 | SAN FRANCISCO | CA | 94139 | CONSULTING SERVICES | $82,125 |
| 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, SENN, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description1Txt |
| Expenses1 | $405,614 | 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, SENN, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description2Txt |
| Expenses2 | $201,486 | 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, SENN, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description3Txt |
| Expenses3 | $233,315 | Expenses3Amt |
| Description4 | LEADERSHIP CAMP 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, SENN, WARREN TOWNSHIP, WAUKEGAN AND ZION-BENTON HIGH SCHOOLS. | Description4Txt |
| Expenses4 | $56,441 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE SCHULER FOUNDATION DOES NOT HAVE ANY PROGRAM RELATEDINVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| 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 | $274,849,457 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $680,181 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $275,529,638 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $275,529,638 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,132,945 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $271,396,693 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $13,569,835 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $21,707,474 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $21,707,474 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $21,707,474 | AdjustedQualifyingDistriAmt |
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 | $1,050,539 | CurrentYearAmt |
| Year1 | $876,297 | Year1Amt |
| Year2 | $353,044 | Year2Amt |
| Year3 | $4,277,309 | Year3Amt |
| Total | $6,557,189 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $892,958 | CurrentYearAmt |
| Year1 | $744,852 | Year1Amt |
| Year2 | $300,087 | Year2Amt |
| Year3 | $3,635,713 | Year3Amt |
| Total | $5,573,611 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $21,707,474 | CurrentYearAmt |
| Year1 | $13,629,369 | Year1Amt |
| Year2 | $12,052,479 | Year2Amt |
| Year3 | $8,976,204 | Year3Amt |
| Total | $56,365,526 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $9,060,750 | CurrentYearAmt |
| Year1 | $112,840 | Year1Amt |
| Year2 | $42,880 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $9,216,470 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,646,724 | CurrentYearAmt |
| Year1 | $13,516,529 | Year1Amt |
| Year2 | $12,009,599 | Year2Amt |
| Year3 | $8,976,204 | Year3Amt |
| Total | $47,149,056 | 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 | $9,046,557 | CurrentYearAmt |
| Year1 | $5,366,861 | Year1Amt |
| Year2 | $4,006,248 | Year2Amt |
| Year3 | $2,851,539 | Year3Amt |
| Total | $21,271,205 | 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 W SCHULER | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (19 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 | |
| CENTER FOR ENRICHED LIVING | |||||||
| 280 SAUNDERS RD | RIVERWOODS | IL | 60015 | PC | GENERAL SUPPORT | $5,000 | |
| CHICAGO BIRD COLLISION MONITORS | |||||||
| 5801-C N PULASKI RD | CHICAGO | IL | 60646 | PC | GENERAL SUPPORT | $2,000 | |
| CITIZENS UNITED FOR RESEARCH IN EPILEPSY | |||||||
| 420 N WABASH AVENUE SUITE 650 | CHICAGO | IL | 60611 | PC | GENERAL SUPPORT | $5,000 | |
| COLLEGE SCHOLARSHIPS | |||||||
| 100 N FIELD DRIVE SUITE 360 | LAKE FOREST | IL | 60045 | PC | COLLEGE SCHOLARSHIPS | $405,614 | NONE |
| COMMUNITY CHURCH LAKE FOREST LAKE BLUFF | |||||||
| PO BOX 26 | LAKE BLUFF | IL | 60044 | PC | GENERAL SUPPORT | $18,000 | |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | PC | GENERAL SUPPORT | $2,000 | |
| FRIENDS OF THE LAKE BLUFF LIBRARY | |||||||
| 123 SCRANTON AVE | LAKE BLUFF | IL | 60044 | PC | GENERAL SUPPORT | $2,000 | |
| HEPHZIBAH CHILDRENS ASSOCIATION | |||||||
| 946 NORTH BLVD | OAK PARK | IL | 60301 | PC | GENERAL SUPPORT | $4,000 | |
| HISTORY CENTER OF LAKE FOREST AND LAKE BLUFF | |||||||
| 509 EAST DEERPATH | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $5,000 | |
| HOUSING FORWARD | |||||||
| 1851 S 9TH AVENUE | MAYWOOD | IL | 60153 | PC | GENERAL SUPPORT | $2,000 | |
| ILLINOIS NATURE CONSERVANCY | |||||||
| 8 S MICHIGAN AVE SUITE 900 | CHICAGO | IL | 60603 | PC | GENERAL SUPPORT | $2,000 | |
| ILLINOIS RAPTOR CENTER | |||||||
| 5695 W HILL ROAD | DECATUR | IL | 62522 | PC | GENERAL SUPPORT | $2,000 | |
| MICHAEL AND PAMELA GORDON FAMILY FOUNDATION | |||||||
| ONE SOUTH DEARBORN ST | CHICAGO | IL | 60603 | PF | EDUCATION | $10,554,500 | |
| MIDWEST YOUNG ARTISTS | |||||||
| 878 LYSTER ROAD | HIGHWOOD | IL | 60040 | PC | GENERAL SUPPORT | $12,000 | |
| MISERICORDIA FAMILY ASSOCIATION | |||||||
| 6300 NORTH RIDGE | CHICAGO | IL | 60660 | PC | GENERAL SUPPORT | $10,000 | |
| TUFTS UNIVERSITY | |||||||
| PO BOX 3306 | BOSTON | MA | 02241 | PC | GENERAL SUPPORT | $5,000 | |
| VARIOUS LESS THAN 1000 | |||||||
| 100 N FIELD DRIVE SUITE 360 | LAKE FOREST | IL | 60045 | PC | GENERAL SUPPORT | $16,500 | |
| 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 | $11,057,614 | 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 | $50 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,050,436 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $53 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$47,169,228 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$46,118,689 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$46,118,689 | TotalIncomeProducingActyAmt |
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 |
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 | SCHULER FAMILY CHARITABLE ENDOWMENT TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $5,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $47,822 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $47,822 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 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 |
| VANS (2) | 2008-06-17 | $48,604 | $26,585 | 200DB | 5.000000000000 | $888 | $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 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $24,810 | 200DB | 5.000000000000 | $888 | $0 | $0 |
| HOUSE | 2011-07-20 | $423,500 | $91,857 | SL | 39.000000000000 | $10,859 | $0 | $0 |
| 739 S. FOURTH | 2014-04-17 | $320,000 | $46,846 | SL | 39.000000000000 | $8,205 | $0 | $0 |
| 416 W GOLF ROAD | 2014-04-29 | $376,000 | $55,044 | SL | 39.000000000000 | $9,641 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $13,270 | 200DB | 5.000000000000 | $938 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $13,270 | 200DB | 5.000000000000 | $938 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $13,270 | 200DB | 5.000000000000 | $938 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $13,270 | 200DB | 5.000000000000 | $938 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-02-10 | $28,889 | $16,707 | 200DB | 5.000000000000 | $1,021 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-06-30 | $28,920 | $16,737 | 200DB | 5.000000000000 | $1,023 | $0 | $0 |
| 1136 DAWES AVE | 2015-03-10 | $340,000 | $41,784 | SL | 39.000000000000 | $8,718 | $0 | $0 |
| 521 HEMLOCK AVE | 2015-03-30 | $310,000 | $38,094 | SL | 39.000000000000 | $7,948 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-25 | $4,900 | $1,904 | 200DB | 7.000000000000 | $219 | $0 | $0 |
| OFFICE FURNITURE | 2015-12-27 | $2,925 | $1,137 | 200DB | 7.000000000000 | $130 | $0 | $0 |
| OFFICE FURNITURE | 2015-08-03 | $3,672 | $1,426 | 200DB | 7.000000000000 | $164 | $0 | $0 |
| OFFICE FURNITURE | 2015-07-20 | $4,091 | $1,589 | 200DB | 7.000000000000 | $182 | $0 | $0 |
| OFFICE FURNITURE | 2015-05-14 | $27,127 | $10,537 | 200DB | 7.000000000000 | $1,210 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-04 | $101,856 | $39,566 | 200DB | 7.000000000000 | $4,543 | $0 | $0 |
| OFFICE SIGN | 2015-05-27 | $2,580 | $1,002 | 200DB | 7.000000000000 | $115 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2015-07-01 | $63,553 | $7,268 | SL | 39.000000000000 | $1,630 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2018-12-01 | $84,440 | $2,255 | SL | 39.000000000000 | $2,165 | $0 | $0 |
| OFFICE FURNITURE FOR BUILDOUT | 2018-12-01 | $116,199 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FURNITURE FOR BUILDOUT | 2019-02-28 | $129,255 | $2,904 | SL | 39.000000000000 | $3,314 | $0 | $0 |
| SHAKLETON TABLE | 2019-02-28 | $6,000 | 200DB | 7.000000000000 | $0 | $0 | $0 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHAEL AND PAMELA GORDON FAMILY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE SOUTH DEARBORN ST | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60603 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2020-03-29 | GrantDt |
| Grant | $8,978,750 | GrantAmt |
| Purpose Of Grant | TO SUPPORT COLLEGES AND UNIVERSITIES. | PurposeOfGrantTxt |
| Expended By Grantee | $8,978,750 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/31/20 | DatesOfReportsByGranteeTxt |
| Verification | 2020-12-31 | VerificationDt |
| Results Of Verification | IN COMPLIANCE | ResultsOfVerificationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ACCELERATE DIAGNOSTICS | BondNm |
| EOY Book Value | $39,558,000 | EOYBookValueAmt |
| EOYFMV | $24,150,360 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $419 | $6,569 |
| ABBVIE INC | $455 | $6,429 |
| ACCELERATE DIAGNOSTICS | $18,170,524 | $8,201,734 |
| BIOLASE INC. RESTRICTED | $1,677,505 | $1,215,681 |
| YIELD10 BIOSCIENCE | $23,002,665 | $198,318 |
| QUIDEL | $23,458,339 | $197,313,990 |
| NEOS THERAPEUTICS INC. | $3,889,957 | $1,856,635 |
| BIOLASE INC. - WARRANTS | $225,067 | $0 |
| CONTRAFECT CORP | $4,641,372 | $5,790,189 |
| SOLENO THERAPEUTICS INC | $7,562,431 | $8,677,521 |
| ASPIRA WOMENS HEALTH | $149,534 | $2,397,282 |
| ENVISION DIAGNOSTICS | $3,796,584 | $3,796,584 |
| BIODESIX INC COM | $4,999,986 | $5,599,984 |
| CONTRAFECT CORP - WARRANTS | $2,247 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | SCHULER CONCENTRIC PARTNERSHIP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,899,997 | BookValueAmt |
| EOYFMV | $4,899,997 | EOYFMVAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (24 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| COMPUTERS | $5,459 | $5,459 | $0 | $0 |
| USED FURNITURE | $753 | $753 | $0 | $0 |
| COMPUTERS (5) | $6,360 | $6,360 | $0 | $0 |
| OFFICE FURNITURE | $1,000 | $1,000 | $0 | $0 |
| OFFICE FURNITURE | $1,500 | $1,500 | $0 | $0 |
| HOUSE | $423,500 | $102,716 | $320,784 | $320,784 |
| 739 S. FOURTH | $320,000 | $55,051 | $264,949 | $264,949 |
| 416 W GOLF ROAD | $376,000 | $64,685 | $311,315 | $311,315 |
| 2015 HONDA ODYSSEY | $28,889 | $28,888 | $1 | $1 |
| 2015 HONDA ODYSSEY | $28,920 | $28,920 | $0 | $0 |
| 1136 DAWES AVE | $340,000 | $50,502 | $289,498 | $289,498 |
| 521 HEMLOCK AVE | $310,000 | $46,042 | $263,958 | $263,958 |
| OFFICE FURNITURE | $4,900 | $4,573 | $327 | $327 |
| OFFICE FURNITURE | $2,925 | $2,730 | $195 | $195 |
| OFFICE FURNITURE | $3,672 | $3,426 | $246 | $246 |
| OFFICE FURNITURE | $4,091 | $3,817 | $274 | $274 |
| OFFICE FURNITURE | $27,127 | $25,311 | $1,816 | $1,816 |
| OFFICE FURNITURE | $101,856 | $95,037 | $6,819 | $6,819 |
| OFFICE SIGN | $2,580 | $2,407 | $173 | $173 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $63,553 | $8,898 | $54,655 | $54,655 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $84,440 | $4,420 | $80,020 | $80,020 |
| OFFICE FURNITURE FOR BUILDOUT | $116,199 | $116,199 | $0 | $0 |
| OFFICE FURNITURE FOR BUILDOUT | $129,255 | $6,218 | $123,037 | $123,037 |
| SHAKLETON TABLE | $6,000 | $6,000 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $3,874 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,874 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST DONATED STOCK TO DONOR BASIS | Desc |
| Amt | $7,897,146 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (18 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| AMERICORPS | $495,297 | $0 | $0 | $495,297 |
| COLLEGE COUNSELING | $116,717 | $0 | $0 | $116,717 |
| COLLEGE VISITS | $106,599 | $0 | $0 | $106,599 |
| INSURANCE | $44,103 | $0 | $0 | $44,103 |
| LEADERSHIP CAMP | $56,441 | $0 | $0 | $56,441 |
| MATH PROGRAM | $13,359 | $0 | $0 | $13,359 |
| MISCELLANEOUS | $11,859 | $0 | $0 | $11,859 |
| OFFICE EXPENSE | $221,580 | $0 | $0 | $221,580 |
| OUTREACH | $201,486 | $0 | $0 | $201,486 |
| PAYROLL PROCESSING | $8,788 | $0 | $0 | $8,788 |
| READING PROGRAM | $254 | $0 | $0 | $254 |
| SCHOLAR EVENTS | $25,188 | $0 | $0 | $25,188 |
| SCHOLAR EXPOSURES | $37,686 | $0 | $0 | $37,686 |
| SCHOLAR INCENTIVE AWARDS | $107,171 | $0 | $0 | $107,171 |
| SECURITIES LENDING EXPENSE | $517 | $517 | $0 | $0 |
| SUMMER COLLEGE PROGRAM | $2,771 | $0 | $0 | $2,771 |
| SUMMER INTERNATIONAL | $2,575 | $0 | $0 | $2,575 |
| TECHNOLOGY | $202,376 | $0 | $0 | $202,376 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Revenue And Expenses Per Books | $53 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $53 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $6,998 | BOYBookValueAmt |
| EOY Book Value | $23,552 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $665,357 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $665,357 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL TAXES | CategoryTxt |
| Amt | $848 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |