SCHULER EDUCATION FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SCHULER EDUCATION FOUNDATION (EIN 36-4154510)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-07
- IRS object ID
- 201943119349101269
- Schema version
- 2018v3.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Land Etc Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2019-11-07T14:08:01-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 FAMILY 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 | 2019-11-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES G QUAID | PreparerPersonNm |
| PTIN | P00641738 | PTIN |
| Phone | 3126707444 | PhoneNum |
| Preparation | 2019-11-01 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 24.55.26.181 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-11-01 | IPDt |
| IP Tm | 14:13:58 | IPTm |
| IP Timezone | CD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 62071EF7CBA15931A8125C56E0489CC4412CFD5D | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-03-31 21:24:44Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $171,318,808 | 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 | $36,322,092 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $16 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $16 | InterestOnSavNetInvstIncmAmt |
| Interest On Savings Adj Net Incm | $16 | InterestOnSavingsAdjNetIncmAmt |
| Dividends Rev And Expnss | $350,895 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,895 | DividendsNetInvstIncmAmt |
| Dividends Adj Net Incm | $350,895 | DividendsAdjNetIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $27,800,064 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $55,621,016 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $27,800,064 | CapGainNetIncmNetInvstIncmAmt |
| Net ST Capital Gain Adj Net Incm | $0 | NetSTCapitalGainAdjNetIncmAmt |
| Other Income Rev And Expnss | $2,133 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,133 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $2,133 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $64,475,200 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $28,153,108 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $353,044 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $190,008 | 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 | $190,008 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $4,010,569 | 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 | $4,010,569 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $951,124 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $951,124 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $1,863 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,863 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,094 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $7,094 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $483,802 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $483,802 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $819,700 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $819,700 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $30,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $210,527 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $170,108 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $170,108 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $108,997 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $108,997 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,524,783 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $640 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,524,143 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $10,508,575 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $640 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10,267,408 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,584,432 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,584,432 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $12,093,007 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $640 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $11,851,840 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $52,382,193 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $28,152,468 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $353,044 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst EOY | $86,734 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $86,734 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $161,180,764 | CorporateStockBOYAmt |
| Corporate Stock EOY | $154,170,139 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $147,597,077 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $30,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $21,207,300 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $3,302,164 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $874,467 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,437,585 | LandBOYAmt |
| Land EOY | $2,427,697 | LandEOYAmt |
| Land EOYFMV | $2,427,697 | LandEOYFMVAmt |
| Other Assets BOY | $593,847 | OtherAssetsBOYAmt |
| Other Assets EOY | $0 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $164,212,196 | TotalAssetsBOYAmt |
| Total Assets EOY | $186,684,570 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $171,318,808 | TotalAssetsEOYFMVAmt |
| Mortgages And Notes Payable BOY | $43,500,232 | MortgagesAndNotesPayableBOYAmt |
| Mortgages And Notes Payable EOY | $48,793,475 | MortgagesAndNotesPayableEOYAmt |
| Other Liabilities BOY | $90,341 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $6,198 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $43,590,573 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $48,799,673 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $120,621,623 | RetainedEarningBOYAmt |
| Retained Earning EOY | $137,884,897 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $120,621,623 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $137,884,897 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $164,212,196 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $186,684,570 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $120,621,623 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $52,382,193 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $173,003,816 | SubtotalAmt |
| Other Decreases | $35,118,919 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $137,884,897 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| Gross Sales Price | $55,621,016 | GrossSalesPriceAmt |
| Cost Or Other Basis | $27,820,952 | CostOrOtherBasisAmt |
| Gain Or Loss | $27,800,064 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $27,800,064 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $27,800,064 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $8,833,683 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $85,546,170 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103262 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $7,300,542 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $83,241,662 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.087703 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $7,249,858 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $120,101,416 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.060364 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $6,450,481 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $151,045,880 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.042705 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $4,906,253 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $135,339,506 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.036251 | DistributionYr5Rt |
| Total Distribution | 0.330285 | TotalDistributionRt |
| Average Distribution | 0.066057 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $120,187,435 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $7,939,221 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $281,525 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $8,220,746 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $12,052,479 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $281,525 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $281,525 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $281,525 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $160,698 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $125,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $285,698 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $2,076 | EsPenaltyAmt |
| Overpayment | $2,097 | OverpaymentAmt |
| Applied To ES Tax | $2,097 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 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 (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 | $24,000 | $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 | $166,008 | $9,130 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN TOBACK | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF FINANCE | 40.00 | $80,501 | $4,250 | $0 |
| NICOLE O'CONNELL | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | PROGRAM DIRECTOR | 40.00 | $83,990 | $0 | $0 |
| AMANDA MARSHALL | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF RECRUITI | 40.00 | $75,598 | $4,158 | $0 |
| KATHLEEN CLANCY | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | REGIONAL DIRECTOR - | 40.00 | $78,000 | $1,560 | $0 |
| GAYLE MEYERS | ||||||||
| 100 N FIELD DRIVE SUTE 360 | LAKE FOREST | IL | 60045 | DIRECTOR OF COLLEGE | 40.00 | $75,400 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| BILD GROUP LLC | |||||
| 207 E OHIO STRET STE 248 | CHICAGO | IL | 60611 | TECHNOLOGY SERVICES | $192,430 |
| ACORN ADVISORS | |||||
| 1347 N STATE PKWY | CHICAGO | IL | 60610 | CONSULTING SERVICES | $80,709 |
| TEAMWORKS | |||||
| 1 EAST WACKER DR SUITE 1620 | CHICAGO | IL | 60601 | MARKETING CONSULTANT | $78,000 |
| SPARKWORKS | |||||
| 125 SOUTH CLARK STREET STE 1700 | CHICAGO | IL | 60603 | CONSULTING SERVICES | $70,808 |
| RUFFALO NOEL LEVITZ | |||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52040 | MARKETING CONSULTANT | $63,000 |
| 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, 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 | $289,052 | Expenses1Amt |
| Description2 | SUMMER COLLEGE PROGRAM FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, 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 | $756,378 | Expenses2Amt |
| Description3 | COLLEGE VISITS AND COUNSELING FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, 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 | $634,861 | Expenses3Amt |
| Description4 | LEADERSHIP CAMP FOR STUDENTS AT CRISTO REY ST. MARTIN, GEORGE WESTINGHOUSE, 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 | $248,860 | 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 | $121,871,962 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $145,739 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $122,017,701 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $122,017,701 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,830,266 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $120,187,435 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $6,009,372 | 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 | $11,851,840 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $200,639 | CharitableAssetsAcquisPaidAmt |
| Qualifying Distributions | $12,052,479 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $281,525 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $11,770,954 | 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 | $353,044 | CurrentYearAmt |
| Year1 | $4,277,309 | Year1Amt |
| Year2 | $6,492 | Year2Amt |
| Year3 | $6,005,071 | Year3Amt |
| Total | $10,641,916 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $300,087 | CurrentYearAmt |
| Year1 | $3,635,713 | Year1Amt |
| Year2 | $5,518 | Year2Amt |
| Year3 | $5,104,310 | Year3Amt |
| Total | $9,045,629 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,052,479 | CurrentYearAmt |
| Year1 | $8,976,204 | Year1Amt |
| Year2 | $7,300,599 | Year2Amt |
| Year3 | $7,411,566 | Year3Amt |
| Total | $35,740,848 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $12,052,479 | CurrentYearAmt |
| Year1 | $8,976,204 | Year1Amt |
| Year2 | $7,300,599 | Year2Amt |
| Year3 | $7,411,566 | Year3Amt |
| Total | $35,740,848 | 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 | $4,006,248 | CurrentYearAmt |
| Year1 | $2,851,539 | Year1Amt |
| Year2 | $2,774,722 | Year2Amt |
| Year3 | $4,003,381 | Year3Amt |
| Total | $13,635,890 | 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 (37 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN FRIENDS OF THE SCHOOL FOR ST JUDE TANZANIA | |||||||
| PO BOX 3994 | RAPID CITY | SD | 57709 | NONE | PC | GENERAL SUPPORT | $5,280 |
| ANTI CRUELTY SOCIETY | |||||||
| 157 WEST GRAND AVENUE | CHICAGO | IL | 60654 | NONE | PC | GENERAL SUPPORT | $2,000 |
| ART INSTITUTE OF CHICAGO | |||||||
| 111 SOUTH MICHIGAN AVE | CHICAGO | IL | 60603 | NONE | PC | GENERAL SUPPORT | $1,000 |
| BATES COLLEGE | |||||||
| 2 ANDREWS RD | LEWISTON | ME | 04240 | NONE | PC | GENERAL SUPPORT | $250,000 |
| BEACON PLACE COMMUNITY CHURCH | |||||||
| 603 S MCALISTER AVE | WAUKEGAN | IL | 60085 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CARLETON COLLEGE | |||||||
| ONE NORTH COLLEGE STREET | NORTHFIELD | MN | 55057 | NONE | PC | GENERAL SUPPORT | $250,000 |
| CATO INSTITUTE | |||||||
| 1000 MASSACHUSETTS AVE NW | WASHINGTON | DC | 20001 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHICAGO MEDICINE & BIOLOGICAL SCIENCES | |||||||
| 130 E RANDOLPH ST STE 1400 | CHICAGO | IL | 60601 | NONE | PC | GENERAL SUPPORT | $1,000 |
| CHINTIMINI WILDLIFE CENTER | |||||||
| 311 NW LEWISBURG AVE | CORVALLIS | OR | 97330 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COLLEGE SCHOLARSHIPS | |||||||
| 100 N FIELD DRIVE SUITE 360 | LAKE FOREST | IL | 60045 | NONE | PC | COLLEGE SCHOLARSHIPS | $289,052 |
| COMMUNITY OUTREACH | |||||||
| 865 NW REIMAN AVENUE | CORVALLIS | OR | 97330 | NONE | PC | GENERAL SUPPORT | $1,000 |
| COOL FOOD PANTRY | |||||||
| 800 W GLEN FLORA AVE | WAUKEGAN | IL | 60085 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CORVALLIS WALDORF SCHOOL | |||||||
| 3855 NE HIGHWAY 20 | CORVALLIS | OR | 97330 | NONE | PC | GENERAL SUPPORT | $2,000 |
| CRAFT EMERGENCY RELIEF FUND INC | |||||||
| PO BOX 838 | MONTPELIER | VT | 05601 | NONE | PC | GENERAL SUPPORT | $3,500 |
| DOCTORS WITHOUT BORDERS | |||||||
| PO BOX 5023 | HAGERSTOWN | MD | 21741 | NONE | PC | GENERAL SUPPORT | $2,000 |
| EAGLE VALLEY HUMANE SOCIETY | |||||||
| PO BOX 4105 | EAGLE | CO | 81631 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HERITAGE FOUNDATION | |||||||
| 227 PENNSYLVANIA AVE SE | WASHINGTON | DC | 20003 | NONE | PC | GENERAL SUPPORT | $1,000 |
| HOOVED ANIMAL HUMANE SOCIETY | |||||||
| 10804 MCCONNELL ROAD | WOODSTOCK | IL | 60098 | NONE | PC | GENERAL SUPPORT | $1,500 |
| HOOVER INSTITUTION | |||||||
| 434 GALVEZ MALL | STANFORD | CA | 94305 | NONE | PC | GENERAL SUPPORT | $1,000 |
| JUDICIAL WATCH | |||||||
| 425 THIRD STREET SW SUITE 800 | WASHINGTON | DC | 20024 | NONE | PC | GENERAL SUPPORT | $1,000 |
| KNIGHTS OF COLUMBUS | |||||||
| PO BOX 507 | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAKE BLUFF HISTORICAL SOCIETY | |||||||
| 361 EAST WESTMINSTER | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $500 |
| LAKE FOREST LAKE BLUFF SENIOR CITIZEN'S FOUNDATION | |||||||
| 100 E OLD MILL ROAD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAKE FOREST SYMPHONY | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LAMBS FARM | |||||||
| 14245 W ROCKLAND RD | LIBERTYVILLE | IL | 60048 | NONE | PC | GENERAL SUPPORT | $1,000 |
| LANGUAGE & FRIENDSHIP INC | |||||||
| 8011 34TH AVENUE S | BLOOMINGTON | MN | 55425 | NONE | PC | GENERAL SUPPORT | $800 |
| LYRIC OPERA | |||||||
| 20 N WACKER DR | CHICAGO | IL | 60606 | NONE | PC | GENERAL SUPPORT | $1,000 |
| MIDDLEBURY COLLEGE | |||||||
| 700 EXCHANGE STREET | MIDDLEBURY | VT | 05753 | NONE | PC | GENERAL SUPPORT | $250,300 |
| MIDWEST YOUNG ARTISTS | |||||||
| 878 LYSTER ROAD | HIGHWOOD | IL | 60040 | NONE | PC | GENERAL SUPPORT | $500 |
| MOAB MUSIC FESTIVAL | |||||||
| 58 E SOUTH | MOAB | UT | 84532 | NONE | PC | GENERAL SUPPORT | $2,000 |
| MOTHER'S TRUST FOUNDATION | |||||||
| 400 E ILLINOIS RD | LAKE FOREST | IL | 60045 | NONE | PC | GENERAL SUPPORT | $1,000 |
| NATURE CONSERVANCY | |||||||
| 821 SE 14TH AVENUE | PORTLAND | OR | 97214 | NONE | PC | GENERAL SUPPORT | $3,500 |
| PAWS CHICAGO | |||||||
| 1997 N CLYBOURN AVENUE | CHICAGO | IL | 60614 | NONE | PC | GENERAL SUPPORT | $1,000 |
| SICKTOWN DERBY DAMES | |||||||
| 2397 NW KINGS BLVD | CORVALLIS | OR | 97330 | NONE | PC | GENERAL SUPPORT | $1,000 |
| TUCK SCHOOL OF BUSINESS | |||||||
| 100 TUCK HALL | HANOVER | NH | 03755 | NONE | PC | GENERAL SUPPORT | $1,500 |
| WELLESLEY COLLEGE | |||||||
| 106 CENTRAL STREET | WELLESLEY | MA | 02481 | NONE | PC | GENERAL SUPPORT | $250,000 |
| WILLIAMS COLLEGE | |||||||
| 75 PARK AVE | WILLIAMSTOWN | MA | 01267 | NONE | PC | GENERAL SUPPORT | $250,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,584,432 | 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 | $16 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,895 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,133 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $27,800,064 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $28,153,108 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $28,153,108 | 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 Person | JACK SCHULER | ContributorPersonNm |
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 | $36,322,092 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 100,000 SHARES MAZOR ROBOTICS LTD. | $6,313,000 | 2018-01-30 |
| 1 | 100,000 SHARES MAZOR ROBOTICS LTD. | $6,700,500 | 2018-02-02 |
| 1 | 200,000 SHARES MAZOR ROBOTICS LTD. | $13,658,000 | 2018-03-08 |
| 1 | 165,775 SHARES MAZOR ROBOTICS LTD. | $9,650,592 | 2018-12-10 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,094 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,094 | 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 (31 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 | $23,035 | 200DB | 5.000000000000 | $1,775 | $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 |
| 122 PRAIRIE AVE | 2009-09-21 | $430,000 | $91,421 | SL | 39.000000000000 | $11,025 | $0 | $0 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $21,260 | 200DB | 5.000000000000 | $1,775 | $0 | $0 |
| 2009 HONDA ODYSSEY | 2009-05-14 | $26,400 | $21,260 | 200DB | 5.000000000000 | $1,775 | $0 | $0 |
| HOUSE | 2011-07-20 | $423,500 | $70,139 | SL | 39.000000000000 | $10,859 | $0 | $0 |
| HOUSE - EUCLID | 2012-05-31 | $411,000 | $59,287 | SL | 39.000000000000 | $10,538 | $0 | $0 |
| 739 S. FOURTH | 2014-04-17 | $320,000 | $30,436 | SL | 39.000000000000 | $8,205 | $0 | $0 |
| 416 W GOLF ROAD | 2014-04-29 | $376,000 | $35,762 | SL | 39.000000000000 | $9,641 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $9,627 | 200DB | 5.000000000000 | $1,768 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $9,627 | 200DB | 5.000000000000 | $1,768 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $9,627 | 200DB | 5.000000000000 | $1,768 | $0 | $0 |
| 2014 HONDA ODYSSEY | 2014-06-26 | $26,509 | $9,627 | 200DB | 5.000000000000 | $1,768 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-02-10 | $28,889 | $12,623 | 200DB | 5.000000000000 | $2,042 | $0 | $0 |
| 2015 HONDA ODYSSEY | 2015-06-30 | $28,920 | $12,645 | 200DB | 5.000000000000 | $2,046 | $0 | $0 |
| 1136 DAWES AVE | 2015-03-10 | $340,000 | $24,348 | SL | 39.000000000000 | $8,718 | $0 | $0 |
| 521 HEMLOCK AVE | 2015-03-30 | $310,000 | $22,198 | SL | 39.000000000000 | $7,948 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-25 | $4,900 | $1,379 | 200DB | 7.000000000000 | $306 | $0 | $0 |
| OFFICE FURNITURE | 2015-12-27 | $2,925 | $823 | 200DB | 7.000000000000 | $183 | $0 | $0 |
| OFFICE FURNITURE | 2015-08-03 | $3,672 | $1,033 | 200DB | 7.000000000000 | $229 | $0 | $0 |
| OFFICE FURNITURE | 2015-07-20 | $4,091 | $1,151 | 200DB | 7.000000000000 | $255 | $0 | $0 |
| OFFICE FURNITURE | 2015-05-14 | $27,127 | $7,632 | 200DB | 7.000000000000 | $1,694 | $0 | $0 |
| OFFICE FURNITURE | 2015-06-04 | $101,856 | $28,657 | 200DB | 7.000000000000 | $6,361 | $0 | $0 |
| OFFICE SIGN | 2015-05-27 | $2,580 | $726 | 200DB | 7.000000000000 | $161 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2015-07-01 | $63,553 | $4,008 | SL | 39.000000000000 | $1,630 | $0 | $0 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | 2018-12-01 | $84,440 | SL | 39.000000000000 | $90 | $0 | $0 | |
| OFFICE FURNITURE FOR BUILDOUT | 2018-12-01 | $116,199 | 200DB | 7.000000000000 | $116,199 | $0 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | ACCELERATE DIAGNOSTICS | BondNm |
| EOY Book Value | $30,000,000 | EOYBookValueAmt |
| EOYFMV | $21,207,300 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (16 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBOTT LABORATORIES | $419 | $4,340 |
| ABBVIE INC | $455 | $5,531 |
| ACCELERATE DIAGNOSTICS | $32,369,433 | $22,360,865 |
| GTX | $1,207,371 | $63,024 |
| BIOLASE INC. RESTRICTED | $24,125,777 | $24,125,777 |
| YIELD10 BIOSCIENCE | $22,930,683 | $17,441,065 |
| QUIDEL | $14,217,053 | $48,214,241 |
| OPKO HEALTH INC | $24,072,683 | $1,988,686 |
| AURIS SURGICAL ROBOTICS, INC. | $17,733,628 | $17,733,628 |
| NEOS THERAPEUTICS INC. | $7,941,250 | $4,116,750 |
| BIOLASE INC. - WARRANTS | $225,067 | $225,067 |
| BIOLASE INC. | $631,352 | $298,701 |
| PACIFIC BIOSCIENCES CALIFORNIA | $2,159,164 | $5,874,002 |
| VERU INC | $999,600 | $999,600 |
| CONTRAFECT CORP | $4,929,994 | $3,778,900 |
| STERICYCLE INC | $626,210 | $366,900 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (31 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 |
| VANS (2) | $48,604 | $24,810 | $23,794 | $23,794 |
| COMPUTERS (5) | $6,360 | $6,360 | $0 | $0 |
| OFFICE FURNITURE | $1,000 | $1,000 | $0 | $0 |
| OFFICE FURNITURE | $1,500 | $1,500 | $0 | $0 |
| 122 PRAIRIE AVE | $430,000 | $102,446 | $327,554 | $327,554 |
| 2009 HONDA ODYSSEY | $26,400 | $23,035 | $3,365 | $3,365 |
| 2009 HONDA ODYSSEY | $26,400 | $23,035 | $3,365 | $3,365 |
| HOUSE | $423,500 | $80,998 | $342,502 | $342,502 |
| HOUSE - EUCLID | $411,000 | $69,825 | $341,175 | $341,175 |
| 739 S. FOURTH | $320,000 | $38,641 | $281,359 | $281,359 |
| 416 W GOLF ROAD | $376,000 | $45,403 | $330,597 | $330,597 |
| 2014 HONDA ODYSSEY | $26,509 | $22,555 | $3,954 | $3,954 |
| 2014 HONDA ODYSSEY | $26,509 | $22,555 | $3,954 | $3,954 |
| 2014 HONDA ODYSSEY | $26,509 | $22,555 | $3,954 | $3,954 |
| 2014 HONDA ODYSSEY | $26,509 | $22,555 | $3,954 | $3,954 |
| 2015 HONDA ODYSSEY | $28,889 | $25,825 | $3,064 | $3,064 |
| 2015 HONDA ODYSSEY | $28,920 | $25,851 | $3,069 | $3,069 |
| 1136 DAWES AVE | $340,000 | $33,066 | $306,934 | $306,934 |
| 521 HEMLOCK AVE | $310,000 | $30,146 | $279,854 | $279,854 |
| OFFICE FURNITURE | $4,900 | $4,135 | $765 | $765 |
| OFFICE FURNITURE | $2,925 | $2,469 | $456 | $456 |
| OFFICE FURNITURE | $3,672 | $3,098 | $574 | $574 |
| OFFICE FURNITURE | $4,091 | $3,452 | $639 | $639 |
| OFFICE FURNITURE | $27,127 | $22,890 | $4,237 | $4,237 |
| OFFICE FURNITURE | $101,856 | $85,946 | $15,910 | $15,910 |
| OFFICE SIGN | $2,580 | $2,177 | $403 | $403 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $63,553 | $5,638 | $57,915 | $57,915 |
| OFFICE BUILDOUT 100 N. FIELD DRIVE | $84,440 | $90 | $84,350 | $84,350 |
| OFFICE FURNITURE FOR BUILDOUT | $116,199 | $116,199 | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $1,863 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,863 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM BROKER | Desc |
| BOY Book Value | $593,847 | BOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUST DONATED STOCK TO DONOR BASIS | Desc |
| Amt | $35,118,919 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (22 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| COLLEGE VISITS | $398,029 | $0 | $0 | $398,029 |
| INSURANCE | $27,093 | $0 | $0 | $27,093 |
| SCHOLAR INCENTIVE AWARDS | $61,078 | $0 | $0 | $61,078 |
| SUMMER INTERNATIONAL | $24,671 | $0 | $0 | $24,671 |
| LEADERSHIP CAMP | $248,860 | $0 | $0 | $248,860 |
| STAFF RETREAT | $43,247 | $0 | $0 | $43,247 |
| FILING FEES | $115 | $0 | $0 | $115 |
| SCHOLAR EXPOSURES | $229,877 | $0 | $0 | $229,877 |
| PAYROLL PROCESSING | $19,201 | $0 | $0 | $19,201 |
| TECHNOLOGY | $189,378 | $0 | $0 | $189,378 |
| SCHOLAR EVENTS | $63,766 | $0 | $0 | $63,766 |
| READING PROGRAM | $3,131 | $0 | $0 | $3,131 |
| AMERICORPS | $860,430 | $0 | $0 | $860,430 |
| OFFICE EXPENSE | $205,370 | $0 | $0 | $205,370 |
| OUTREACH | $32,121 | $0 | $0 | $32,121 |
| MATH PROGRAM | $14,881 | $0 | $0 | $14,881 |
| HIGH SCHOOL PROGRAM | $46,352 | $0 | $0 | $46,352 |
| SUMMER COLLEGE PROGRAM | $756,378 | $0 | $0 | $756,378 |
| COLLEGE COUNSELING | $236,832 | $0 | $0 | $236,832 |
| SECURITIES LENDING EXPENSE | $640 | $640 | $0 | $0 |
| MISCELLANEOUS | $44,268 | $0 | $0 | $44,268 |
| LATINO FAMILIES PROGRAM | $19,065 | $0 | $0 | $19,065 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITIES LENDING INCOME | Desc |
| Revenue And Expenses Per Books | $2,133 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,133 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,133 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| SECURITY DEPOSITS | $5,398 | $6,198 |
| BANK OVERDRAFT | $84,943 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $483,802 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $483,802 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | CURRENT YEAR ESTIMATED PAYMENTS | CategoryTxt |
| Amt | $30,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |